See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,748 | $80,717-22.3% | $154,803-59.5% | $84,808-26.0% |
| Participation rate | 69.2% | 66.8%+2.4pp | 78.1%-8.8pp | 68.3%+0.9pp |
| Annual return | 24.36% | 37.96%-13.6pp | 58.88%-34.5pp | 40.90%-16.5pp |
| Employer contribution / active EE | $2,343 | $2,761-15.1% | $4,305-45.6% | $2,631-10.9% |
| Participant deferral / active EE | $3,699 | $3,303+12.0% | $5,540-33.2% | $4,212-12.2% |
| Admin fee / account holder | $7,262 | $6,746+7.7% | $14,329-49.3% | $7,344-1.1% |